Useful SAGE payroll reports

There are some really useful reports you can print in SAGE payroll that will help when trying to agree payroll figures according to SAGE payroll to payroll figures according to the accounts.

In SAGE payroll go to ‘criteria,’ ensure all employee types are included, and where it says ‘Exclude employees who are:’ make sure no boxes are ticked.

Then, highlight all employees by clicking swap. There are three main useful reports which can be found at ‘Reports’ – ‘ Employees’:

1. Payment summary history Part 1 by date.

For each payroll period (week or month) this gives a list of all employees and their gross pay, employees national insurance, employers national insurance, net pay etc.

2. Payment summary history Part 1 by employee

For each employee this give the gross pay, employees national insurance, employers national insurance, net pay etc. for each payroll period (week or month).

3. Employee history report summary

When you enter the date range you want to run the report for, it summarises each element of pay for the period such as gross pay, employees national insurance, employers national insurance and net pat. So, if you ran the report for 6 April 2015 to 5 April 2016, the figure for gross pay (for example) would be the total gross pay for the whole period.